May 12, 2017

Tiburon Research Call:
Wine Industry Overview

Tiburon Strategic Advisors and its Managing Partner Chip Roame are pleased to announce that the next Tiburon Research Call will be on the Wine Industry. It will be held Thursday, May 18, 2017 at 10:00am PT. All employees from Tiburon CEO Summit sponsors and Tiburon members, as well as media representatives who cover Tiburon Research, are invited to join this call with Managing Partner Chip Roame. This is one of over 40 Tiburon Research Calls set for this year. To see the full Tiburon Research Calls Schedule, click here.

If you are an employee at a Tiburon CEO Summit sponsor or Tiburon member and would like to listen, please email Lupita Uribe to RSVP. If you are an employee at a firm that is not yet a Tiburon CEO Summit sponsor or Tiburon member and would like to obtain access to Tiburon Research Calls, please email Sarah Sage.


Tiburon CEO Summit XXXIII:
Meeting Agenda

Tiburon Strategic Advisors and its Managing Partner Chip Roame are pleased to share the developing meeting agenda for the upcoming Tiburon CEO Summit XXXIII, which will be held on October 9-11, 2017, at the Ritz Carlton Hotel in San Francisco, CA. Tiburon CEO Summits provide a unique opportunity for leaders from throughout the financial services industry to gather to collaborate & candidly discuss the future of the industry. Attendees will enjoy over 40 speakers discussing the industry's most important strategic issues.

If you are a C-level executive at a Tiburon CEO Summit sponsor or Tiburon member and would like to participate in Tiburon CEO Summit XXXIII, please email Tiburon's Managing Partner Chip Roame. If you are a C-level executive at a firm that is not yet a Tiburon CEO Summit sponsor or Tiburon member and interested in becoming a Tiburon client and attending, please email Sarah Sage.


Tiburon Impact Adventure 2.0:
San Antonio Del Mar, Mexico,
January 27-28, 2018

Tiburon Impact Adventure 2.0 will be a house building project in San Anotnio Del Mar, Mexico on January 27-28, 2018. Tiburon Impact Adventure 2.0 will be led by Tiburon Managing Partner Chip Roame, Hanson McClain Co-CEO Scott Hanson, Riskalyze CEO Aaron Klein, & First Rate President Craig Wietz. For more information, please contact Craig Wietz (President, First Rate).
Tiburon Managing Partner Chip Roame and several long-time Tiburon clients embarked on the first ever Tiburon Impact Adventure in Ethiopia earlier this year on January 15-18, 2017 to connect first world finance with developing world needs. While on the Tiburon Impact Adventure, the group spent a couple of days on-site at an Ethiopian school, as well as in Addis Ababa. Tiburon Impact Adventure 1.0 was led by Tiburon Managing Partner Chip Roame, and Tiburon clients Centana Growth Partners Managing Partner Ben Cukier, Hanson McClain Co-CEO Scott Hanson, & Riskalyze CEO Aaron Klein. If you are interested in the results of Tiburon Impact Adventures 1.0, please email Aaron Klein (CEO, Riskalyze).

If you are interested in the Tiburon Impact Adventures generally, would like to propose a future Tiburon Impact Adventure, and/or in taking part in future trips, please email Scott Hanson (Co-CEO, Hanson McClain).


Tiburon Written Research:

Wine Industry Overview:
History, Varietals, Regions, Predictions,
& Investment Opportunities

Tiburon Strategic Advisors is pleased to highlight its research on the Wine Industry Overview. The purpose of this research is to provide readers with an overview of the wine industry, including the history of winemaking, grape varietals, wine growing regions, market predictions, & opportunities for investing in this growing market. Another Tiburon research topic focuses more narrowly on the opportunities for investing in the wine industry. This research addresses the three historical phases of the wine industry, including its early development phase; phylloxera, US Prohibition, & WW II challenges phase; & maturation phase.

This research highlights grape varietals, including red grape varietals; white grape varietals; & related beverages. This research defines four distinct geographic regions, including France, Italy, & other European wineries; California & other United States wineries; Chile, Argentina, Mexico, & other South American wineries; Australia, New Zealand, South Africa, Canada, & other New World wineries.

And this research makes the following future predictions for the wine industry, including continuing growth in wine production; rapid growth in wine exports & importance of United States, United Kingdom, & China markets; growing importance of millennials & women; growing market share of New World wineries & lighter varietals; streamlining of United States wine distribution; & rapid industry consolidation. And this research concludes by indentifying the three leading ways of investing in the wine industry, including collections & futures; private equity & real estate investment trusts; & vineyards & wineries.

If you are an employee at a Tiburon CEO Summit sponsor or Tiburon member and need your username & password to utilize Tiburon's Written Research, please email Lupita Uribe. If you are an employee at a firm that is not yet a Tiburon CEO Summit sponsor or Tiburon member and would like to obtain access to Tiburon Written Research, please email Sarah Sage.


Tiburon Written Research:

Edelman Financial Services:
A Leading Fee-Based Financial Advisory
Firm with a Growing National Presence

Tiburon Strategic Advisors is pleased to highlight its research on Edelman Financial Services. Edelman Financial Services was founded by Ric & Jean Edelman in 1987 and is based in Fairfax, VA. The firm has 543 employees, 32,589 clients, 63,400 accounts, $18.7 billion assets under management & administration, and is led by its Exeuctive Chairman Ric Edelman, CEO Ryan Parker, President Ed Moore, & Chief Operating Officer Rene Chaze. Edelman Financial Services comprehensive Power Point deck below includes a synopsis of its history, including its key phases: independent phase; Sanders Morris Harris Group phase; Lee Equity Partners phase; & Hellman & Friedman phase.

Its profile includes the key statistics of the firm, including its number of employees, clients, average client assets under management & administration, accounts, new accounts, lost accounts, net new accounts, average account size, assets under management & administration, assets under management & administration per employee, assets under management & administration per financial advisor, assets under management, assets under administration, new client inflows, existing client inflows, inflows, outflows, cancellation, net flows, market appreication, net new assets under management & administration, revenues, advisory revenues, interest & dividends, other revenues, variable expenses, commissions & planner payouts, clearing & other variable expenses, variable expenses as share of revenues, gross profits, gross margin, SG&A expenses, SG&A expenses as a share of revenues, compensation, bonus earnout, communications & data processing, advertisting fees, occupancy fees (excluding depreciation), professional fees, legal fees & other settlements, other general & administrative costs, EBITDA, EBITDA margin, interest, depreciation, amortization, intangible impairment, pre-tax income, taxes, and net profits (continuing operations).

Its profile includes detailed outlines of its core businesses, including Retail Business (financial planning; investment management (EMAP); & insurance (HWG Insurance Agency)); Edelman Financial Network (TAMP); retirement plans; Edelman Online; & institutional. And its profile concludes with the highlights of its organizational structure & ownership.

If you are an employee at a Tiburon CEO Summit sponsor or Tiburon member and need your username & password to utilize Tiburon's Written Research, please email Lupita Uribe. If you are an employee at a firm that is not yet a Tiburon CEO Summit sponsor or Tiburon member and would like to obtain access to Tiburon Written Research, please email Sarah Sage.


Recent Tiburon Research Calls

All employees at Tiburon CEO Summit sponsors & Tiburon members have access to Tiburon Research Calls led weekly or bi-weekly by Tiburon Managing Partner Chip Roame. To listen to recent calls, click the link below for your topic of interest, and enter your Tiburon username & password:

If you are an employee at a Tiburon CEO Summit sponsor or Tiburon member and need your username & password to listen to recent Tiburon Research Calls, please email Lupita Uribe. If you are an employee at a firm that is not yet a Tiburon CEO Summit sponsor or Tiburon member and would like to obtain access to Tiburon Research Calls, please email Sarah Sage.


Recently Posted Tiburon Written Research

All employees at Tiburon CEO Summit sponsors & Tiburon members have access to Tiburon's Written Research library of 1,900+ topics and profiles. To access Tiburon's Written Research, click the link below for your topic of interest, and enter your Tiburon username & password:

Topics

Profiles

If you are an employee at a Tiburon CEO Summit sponsor or Tiburon member and need your username & password to utilize Tiburon's Written Research, please email Lupita Uribe. If you are an employee at a firm that is not yet a Tiburon CEO Summit sponsor or Tiburon member and would like to obtain access to Tiburon Written Research, please email Sarah Sage.


Skip & Chip's Excellent Adventure 6.0:
Kauai, July 9-13, 2017

Tiburon Managing Partner Chip Roame and Tiburon client Skip Schweiss (President, TD Ameritrade Trust Company) will co-lead the annual Skip & Chip’s Excellent Adventure July 9-13th, 2017 to Kauai. On July 9th the group will hike the Kalalau Trail in-and-out for a total of 22 miles. On July 11th the group will kayak the seventeen miles along the Napali Coast.

This will be the sixth in the series, in which participants have reached the tops of Mount Whitney & Mount Shasta, traversed the Grand Canyon, summited Half Dome in Yosemite, and completed the Four Pass Loop outside of Aspen, CO. The annual outing combines a challenging outdoor adventure with a fun weekend together. For more information, please email Skip Schweiss (President, TD Ameritrade Trust Company).


Tiburon Market Seminars

Tiburon is able to deliver detailed presentations and/or actively participate in detailed conversations on a wide range of products and markets within the banking, insurance, brokerage, and investment management markets without significant lead time. This ability is based upon both the depth of its existing written industry knowledge (over 1,900 topics and 500,000 PowerPoint charts and graphs) and its broad CEO-level industry contacts. As a result, Tiburon Market Seminars have become ideal for clients which need a quick and yet thorough understanding of industry dynamics and leading players in growing markets. This is also an ideal low-cost method for new Tiburon clients to tap into the firm's years of industry experience and prior research efforts. If you are interested in accessing any of Tiburon's research, please click here to subscribe to Tiburon Research online.